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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPW
2076
Twin City Private Wealth
North Carolina
$225K +$16.5K +61 +8%
WG
2077
Welch Group
Alabama
$225K
SC
2078
Stephenson & Company
California
$225K
RS
2079
Retirement Solution
Washington
$225K +$541 +2 +0.2%
CFS
2080
CGC Financial Services
Oregon
$224K
BTW
2081
Boston Trust Walden
Massachusetts
$224K
RCI
2082
RS Crum Inc
California
$224K
ACA
2083
Arsenal Capital Advisors
Pennsylvania
$223K +$230K +851 New
RW
2084
RVW Wealth
California
$223K
HR
2085
Howe & Rusling
New York
$222K -$133K -491 -37%
JAG
2086
Journey Advisory Group
Kentucky
$222K -$209K -771 -48%
TPW
2087
Tiller Private Wealth
Pennsylvania
$222K -$5.41K -20 -2%
GEA
2088
Glen Eagle Advisors
New Jersey
$222K -$31.4K -116 -12%
KFC
2089
Klingenstein Fields & Co
New York
$221K +$228K +844 New
PAG
2090
Powers Advisory Group
Illinois
$221K +$812 +3 +0.4%
TF
2091
Trek Financial
Arizona
$221K -$10.8K -40 -5%
RFA
2092
Reyes Financial Architecture
California
$220K -$3.25K -12 -1%
AIM
2093
Alhambra Investment Management
Florida
$219K -$16.5K -61 -7%
VC
2094
Vestor Capital
Illinois
$219K +$135K +500 +148%
PCP
2095
Proficio Capital Partners
Massachusetts
$218K -$887K -3,277 -80%
AFA
2096
Amicus Financial Advisors
Texas
$218K +$14.9K +55 +7%
FWTB
2097
First Western Trust Bank
Colorado
$218K +$13.3K +49 +6%
NG
2098
Norden Group
Utah
$218K +$225K +833 New
IWM
2099
Integris Wealth Management
California
$218K -$99.3K -367 -31%
CWWM
2100
Clear Wave Wealth Management
New Jersey
$218K +$225K +830 New